Five Star award winner Gary L. Figurski

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Detroit Five Star award winner
            
            PROFESSIONAL ACCOMPLISHMENTS AWARDSAward Winner 2012, 2014-2016, 2018-2024
 Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Our company is dedicated to meeting these goals with high standards of excellence and professionalism.

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        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 13 Detroit-area investment professionals with the Five Star Investment Professional award.